GREYSTONE’s Private Equity business is built on our profound respect for invested capital (both human and financial), with a special emphasis on that of our partners / investors. We live by a simple statement… “our money is the first on the table and it is the last off the table”… We invest first. We create value for our stakeholders (partners, investors, etc). We reap last.
In the pursuit of our return objectives, we have a moderate appetite for risk based on robust analysis of variables involved and driven by a careful analysis of those quantitative (numbers and metric driven) and qualitative (people, personalities, etc) variables. We also operate openly in a collaborative environment that ensures that our strategic and operational perspectives and plans have the input of, and grounding from, seasoned professionals / partners other because it is not about doing better than yesterday, it is about doing the absolute best you can today, tomorrow and beyond
Our Private Equity team is one of the most experienced in the Region with vast experience in corporate management and financial transactions, who carefully analyze and structure investment opportunities while maintaining a commitment to integrity and ethics.
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01
Current
Investments
Our approach to Private Equity:
ENTREPRENEURIAL
Our investment concept consists of creating value by building solid business models in partnership with entrepreneurs who are highly motivated to become leaders in their respective sectors.
ACTIVE MANAGEMENT
We actively participate in the management of our portfolio companies to help them improve operations, strengthen finances and capital structure, and mitigate risks. Our activities include introducing best practices in corporate governance and environmental regulatory standards.
VALUE-ADDED STRATEGIES
We play a key role in creating and carrying out corporate strategy at portfolio companies, including proposing further business combinations to enhance their prospects and market position, and enabling further access to growth capital.
ALIGNED WITH INVESTORS
We invest the firm´s own capital - and often that of our partners and principals, as well - in all Private Equity transactions managed by the company. Thus, Greystone always keeps its interests in line with those of its investors.
We will invest principally in CARICOM but may also consider opportunities in Latin America and the United States of America to the extent that those opportunities represent expansion opportunities for its portfolio companies in CARICOM.
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We primarily target operating companies that:
1
Have established and ongoing cash flows but lack the financial and/or human capital required to facilitate expansion;
2
Are closely held by shareholders in need of a privately structured exit for liquidity, growth purposes or estate planning;
3
Are undercapitalized due to company and/or capital market limitations and are in need of recapitalization
4
Are owned and controlled by the government of a CARICOM member nation but have been targeted for privatization;
5
Are publicly listed (on one or more of the regional exchanges) but are grossly undervalued by the capital markets; and/or
GREYSTONE has developed a disciplined process for the screening and evaluation of investment opportunities that will generally have a primary investment profile as follows:
1
MANAGEMENT TEAM
Each investment is evaluated based on the strength of the existing management team as well as GEP’s ability to augment the team as the portfolio company accelerates its growth
2
GROWTH PROSPECTS
Significant internal growth opportunities where it believes it can generate a gross IRR of > 30% based on organic growth (i.e. without add-on acquisitions)
3
MARKET POSITION
Established leader in respective industries or have the ability to achieve that leadership position with GEP support
4
OPERATING HISTORY
Demonstrated history of operating profitably and / or increasing organic cash flow
5
OPERATING CHARACTERISTICS
Sustainable competitive advantages such as: (i) high barriers to entry or substitution; (ii) deeply rooted customer relationships; (iii) distribution capabilities that are difficult to replicate; (iv) defensible or enduring cost structure advantages and/or (v) proprietary products, solutions, technologies and / or unique processes.